Power BI Connector for Vault CRM

Build 25.0.9454

TerritoryFields

Contains configuration data for Territory Specific Fields (TSFs), allowing customization of territory-level metadata and enabling nuanced reporting and workflow automation.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the territory field record, used as the primary key in the database.

Territory Field Type String True

Specifies the object subtype of the territory field, typically aligning with a custom or standard object in Vault.

Global ID String True

System-generated global identifier that ensures uniqueness of the record across Vault environments.

Link String False

URL or reference link used to access the full record within the Vault user interface.

TSF Name String True

Name assigned to the territory-specific field (TSF), usually reflecting a custom configuration or data capture field.

Status String False

Current operational status of the territory field record, such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who originally created the record in the Vault system.

Created Date Datetime True

Timestamp indicating when the record was first created in Vault.

Last Modified By String True

Username or ID of the user who last updated the record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the record.

Allowed Product String False

List of products permitted for this territory field, stored as a comma-separated list of product identifiers or codes.

External Id String False

Identifier used to reference this record in external systems, often for integration or migration purposes.

Last Activity Date Date False

Date of the most recent interaction or transaction associated with this territory field.

Mobile ID String False

Identifier used to reference the record in a mobile context, such as during offline sync or mobile-specific processes.

My Target Bool False

Indicates whether the record represents a personal target for the user viewing it (true or false).

Route String False

Designated travel or access route associated with the territory, typically used for planning and reporting.

Territory Name String False

Name of the territory associated with the record, often used for reporting and filtering.

YTD Activity Decimal False

Year-to-date activity metric associated with the territory, usually reflecting engagements, calls, or other KPIs.

Account String False

Vault reference to the Healthcare Professional (HCP) or Healthcare Organization (HCO) account associated with this territory field.

My Preferred Location String False

User-designated preferred account location for the associated activity or territory plan.

Territory String False

Reference to the Vault territory object or record this field is linked to.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to map historical data into Veeva Vault.

My Preferred Address String False

User-specified preferred physical address associated with the account or territory.

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Build 25.0.9454